Moderna, Inc.
MRNA- Exchange
- Nasdaq
- Industry
- Biological Products, (No Diagnostic Substances)
- SEC CIK
- 0001682852
In the last 90 days, Moderna, Inc. insiders filed 0 open-market purchases and 5 sales; 784 institutions reported holding it in 13F filings for Q2 2026, worth $22.3B in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Moderna, Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 907
- +134 vs. Q1 2021
- Shares held
- 229.1M
- +22.0M (+10.6%) vs. Q1 2021
- Total value
- $53.8B
- +$26.7B (+98.7%) vs. Q1 2021
- New holders
- 218
- 327 more added
- Sold out
- 84
- 256 more reduced
7 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MRNA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 784 | $22.3B |
| Q1 2026 | 727 | $15.6B |
| Q4 2025 | 676 | $8.97B |
| Q3 2025 | 646 | $7.11B |
| Q2 2025 | 677 | $8.06B |
| Q1 2025 | 696 | $8.00B |
| Q4 2024 | 750 | $11.5B |
| Q3 2024 | 795 | $17.5B |
| Q2 2024 | 958 | $31.1B |
| Q1 2024 | 904 | $28.1B |
| Q4 2023 | 887 | $25.6B |
| Q3 2023 | 892 | $25.5B |
| Q2 2023 | 970 | $30.2B |
| Q1 2023 | 1,019 | $38.3B |
| Q4 2022 | 1,073 | $44.6B |
| Q3 2022 | 916 | $29.2B |
| Q2 2022 | 984 | $35.0B |
| Q1 2022 | 1,009 | $42.8B |
| Q4 2021 | 1,112 | $62.6B |
| Q3 2021 | 1,146 | $93.6B |
| Q2 2021 | 907 | $53.8B |
| Q1 2021 | 780 | $27.4B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Moderna, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Shulman DeMeo Asset Management LLC | 919 | $216.0K | 0.08% | +919 | New |
| Csenge Advisory Group | 923 | $217.0K | 0.02% | +923 | New |
| XTX Topco Ltd | 934 | $219.0K | 0.07% | +934 | New |
| Verition Fund Management LLC | 935 | $220.0K | 0.00% | −3,024−76.4% | Reduced |
| Warther Private Wealth, LLC | 938 | $221.0K | 0.21% | +938 | New |
| Merit Financial Group, LLC | 945 | $222.0K | 0.02% | +945 | New |
| Stratos Wealth Advisors, LLC | 948 | $223.0K | 0.02% | +948 | New |
| Dowling & Yahnke LLC | 954 | $224.0K | 0.01% | +954 | New |
| Sax Wealth Advisors, LLC | 972 | $228.0K | 0.08% | +972 | New |
| BDO Wealth Advisors, LLC | 975 | $229.0K | 0.03% | −50−4.9% | Reduced |
| Engine No. 1 LLC | 973 | $229.0K | 0.06% | +973 | New |
| Moody Lynn & Lieberson, LLC | 978 | $230.0K | 0.02% | +978 | New |
| Gilder Gagnon Howe & Co LLC | 982 | $231.0K | 0.00% | +982 | New |
| Bulltick Wealth Management, LLC | 1,000 | $235.0K | 0.06% | +1,000 | New |
| Aviance Capital Partners, LLC | 1,000 | $235.0K | 0.04% | +1,000 | New |
| Northeast Financial Consultants Inc | 1,000 | $235.0K | 0.02% | +1,000 | New |
| Marcum Wealth, LLC | 1,000 | $235.0K | 0.04% | +1,000 | New |
| Capital Planning LLC | 1,000 | $235.0K | 0.10% | +1,000 | New |
| One Day In July LLC | 1,000 | $235.0K | 0.06% | +1,000 | New |
| Heritage Wealth Advisors | 1,002 | $235.4K | 0.01% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 1,007 | $237.0K | 0.12% | +1,007 | New |
| Telos Capital Management, Inc. | 1,019 | $239.0K | 0.03% | +1,019 | New |
| FDx Advisors, Inc. | 1,025 | $241.0K | 0.01% | +1,025 | New |
| Joseph P. Lucia & Associates, LLC | 1,033 | $243.0K | 0.15% | +81+8.5% | Added |
| Wintrust Investments LLC | 1,034 | $243.0K | 0.02% | +1,034 | New |
| Echo Street Capital Management LLC | 1,038 | $244.0K | 0.00% | −840−44.7% | Reduced |
| Private Capital Management LLC | 1,049 | $246.0K | 0.11% | +1,049 | New |
| New England Professional Planning Group Inc. | 641 | $247.0K | 0.15% | +641 | New |
| We Are One Seven, LLC | 1,050 | $247.0K | 0.03% | +1,050 | New |
| Kovitz Investment Group Partners, LLC | 1,057 | $248.0K | 0.00% | +1,057 | New |
| Harbor Financial Services, LLC | 1,066 | $250.0K | 0.11% | +1,066 | New |
| M&G Investment Management Ltd | 1,069 | $251.0K | 0.00% | +1,069 | New |
| Stokes Family Office, LLC | 1,074 | $252.0K | 0.04% | +1,074 | New |
| Optas, LLC | 1,074 | $252.0K | 0.07% | +1,074 | New |
| Professional Advisory Services Inc | 1,077 | $253.0K | 0.04% | +1,077 | New |
| Humankind Investments LLC | 1,076 | $253.0K | 0.12% | +1,076 | New |
| Boston Private Wealth LLC | 1,089 | $256.0K | 0.00% | −445−29.0% | Reduced |
| Albion Financial Group | 1,090 | $256.0K | 0.02% | +1,090 | New |
| Cozad Asset Management Inc | 1,095 | $257.0K | 0.04% | +1,095 | New |
| Gabelli Funds LLC | 1,095 | $257.0K | 0.00% | +1,095 | New |
| Sage Mountain Advisors LLC | 1,095 | $257.0K | 0.04% | +1,095 | New |
| Cannell Peter B & Co Inc | 1,100 | $258.0K | 0.01% | +1,100 | New |
| Rodgers Brothers Inc. | 1,100 | $258.0K | 0.05% | +1,100 | New |
| Proficio Capital Partners LLC | 1,097 | $258.0K | 0.03% | +1,097 | New |
| Invst, LLC | 909 | $260.0K | 0.04% | +909 | New |
| Sequoia Financial Advisors, LLC | 1,112 | $261.0K | 0.01% | +1,112 | New |
| Robertson Stephens Wealth Management, LLC | 1,120 | $263.0K | 0.03% | +1,120 | New |
| Old Mission Investment Co LLC | 1,131 | $265.8K | 0.11% | +1,131 | New |
| Perennial Investment Advisors, LLC | 1,134 | $266.0K | 0.10% | −568−33.4% | Reduced |
| Park Avenue Securities LLC | 1,133 | $266.0K | 0.01% | +1,133 | New |
| West Family Investments, Inc. | 1,130 | $266.0K | 0.07% | +1,130 | New |
| Meritage Portfolio Management | 1,146 | $269.0K | 0.02% | −443−27.9% | Reduced |
| Capital Investment Advisory Services, LLC | 1,143 | $269.0K | 0.03% | +1,143 | New |
| Perigon Wealth Management, LLC | 1,155 | $271.0K | 0.02% | +1,155 | New |
| Bank Hapoalim BM | 1,161 | $273.0K | 0.03% | +1,161 | New |
| Enterprise Bank & Trust Co | 1,160 | $273.0K | 0.11% | +1,160 | New |
| IFP Advisors, Inc | 1,183 | $276.0K | 0.01% | +269+29.4% | Added |
| Equitable Holdings, Inc. | 1,185 | $278.0K | 0.00% | +1,185 | New |
| Apollon Wealth Management, LLC | 1,185 | $278.0K | 0.05% | +1,185 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,192 | $280.0K | 0.02% | +1,192 | New |
| Clear Harbor Asset Management, LLC | 1,190 | $280.0K | 0.03% | +1,190 | New |
| Integrated Advisors Network LLC | 1,191 | $280.0K | 0.02% | +1,191 | New |
| Rockland Trust Co | 1,201 | $282.0K | 0.02% | +1,201 | New |
| Silvercrest Asset Management Group LLC | 1,200 | $282.0K | 0.00% | +1,200 | New |
| Hoylecohen, LLC | 1,204 | $283.0K | 0.03% | +1,204 | New |
| Coldstream Capital Management Inc | 1,209 | $284.0K | 0.01% | +1,209 | New |
| Mutual Advisors, LLC | 1,215 | $286.0K | 0.02% | +1,215 | New |
| Essex Private Wealth Management, LLC | 1,219 | $286.0K | 0.26% | +1,219 | New |
| High Falls Advisors, Inc | 1,225 | $288.0K | 0.08% | +1,225 | New |
| GPS Wealth Strategies Group, LLC | 1,229 | $289.0K | 0.07% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,229 | $289.0K | 0.10% | +1,229 | New |
| Evercore Wealth Management, LLC | 1,235 | $290.0K | 0.01% | +1,235 | New |
| Sandy Spring Bank | 1,237 | $291.0K | 0.02% | +250+25.3% | Added |
| BSW Wealth Partners | 1,239 | $291.0K | 0.08% | +1,239 | New |
| Ameritas Investment Company, LLC | 572 | $293.0K | 0.01% | −502−46.7% | Reduced |
| GM Advisory Group, Inc. | 1,253 | $294.0K | 0.03% | −847−40.3% | Reduced |
| Onyx Bridge Wealth Group LLC | 1,029 | $295.0K | 0.13% | +1,029 | New |
| Valeo Financial Advisors, LLC | 1,276 | $300.0K | 0.02% | −450−26.1% | Reduced |
| Sawtooth Solutions, LLC | 1,278 | $300.0K | 0.06% | +1,278 | New |
| Boenning & Scattergood, Inc. | 1,280 | $301.0K | 0.05% | +1,280 | New |
| Proequities, Inc. | 1,292 | $303.0K | 0.02% | +136+11.8% | Added |
| StoneX Group Inc. | 1,288 | $303.0K | 0.04% | +1,288 | New |
| Hollencrest Capital Management | 1,293 | $304.0K | 0.03% | +1,293 | New |
| Allworth Financial LP | 1,296 | $305.0K | 0.01% | −371−22.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 1,300 | $305.0K | 0.13% | +1,300 | New |
| Crestwood Advisors Group LLC | 1,300 | $305.0K | 0.01% | +1,300 | New |
| Altshuler Shaham Ltd | 1,303 | $306.0K | 0.00% | −1,969−60.2% | Reduced |
| Country Trust Bank | 1,317 | $309.0K | 0.01% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 1,317 | $309.0K | 0.01% | +1,317 | New |
| Founders Financial Alliance, LLC | 1,316 | $309.0K | 0.14% | +1,316 | New |
| DCM Advisors, LLC | 1,325 | $311.0K | 0.18% | +1,325 | New |
| Financial Advisors Network, Inc. | 1,328 | $312.0K | 0.09% | +1,328 | New |
| Fiduciary Trust Co | 1,332 | $313.0K | 0.01% | −599,988−99.8% | Reduced |
| Koshinski Asset Management, Inc. | 1,340 | $315.0K | 0.04% | −391−22.6% | Reduced |
| C M Bidwell & Associates Ltd | 1,345 | $316.0K | 0.21% | −205−13.2% | Reduced |
| First Mercantile Trust Co | 1,350 | $317.0K | 0.04% | −561−29.4% | Reduced |
| EMS Capital LP | 1,350 | $317.0K | 0.02% | +1,350 | New |
| Sargent Investment Group, LLC | 1,350 | $317.0K | 0.08% | +1,350 | New |
| Asahi Life Asset Management Co., Ltd. | 1,360 | $320.0K | 0.04% | +1,360 | New |
| Convergence Investment Partners, LLC | 1,366 | $321.0K | 0.14% | −842−38.1% | Reduced |